Three Brooks Pierce professionals spoke at the Aderant Momentum Conference on May 10. The annual conference, targeted to users of Aderant’s business management software, was held in Denver from May 8-11.
Teresa Herman, director of finance, delivered a presentation titled “Implementing Spotlight: A Client Case Study.” The presentation outlined Brooks Pierce’s implementation of Spotlight, Aderant’s financial data analysis software program. Herman discussed lessons learned from the firm’s rollout of the program and highlighted best practices for enacting Spotlight for other potential Aderant clients.
Teresa Plunkett, director of information technology, and Megan Cravens, billing supervisor, participated on a panel titled “Expert 8.2 Release Candidate.” The panel also consisted of representatives from two other firms who, along with Brooks Pierce, are partnering with Aderant to review and test the newest version of Aderant Expert. Panelists discussed both the positives and negatives of Expert 8.2, as well as the implementation process for the new software.
Brooks Pierce began utilizing Aderant accounting and business intelligence programs in 2015. Since then, the firm has been working closely with Aderant to review new software, identify bugs or errors, and develop best practices for implementation and user acclimation.
Herman is a certified public accountant who has been with Brooks Pierce since 2009. She is a member of the North Carolina Association of CPAs and serves on the Resource Development Committee for the Greater Greensboro United Way. Plunkett has been with Brooks Pierce since 2015 and has over 25 years of experience in law firm automation. She was named an “Unsung Legal Hero” by North Carolina Lawyers Weekly in 2017. Cravens has been with Brooks Pierce since 2008 and holds a bachelor’s degree in political science and sociology from UNC-Greensboro.